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Rightsizing for Retirement

What does your home really cost?

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Copyright 2023 FMG Suite.

Legacy Planning Alliance, Inc. is a financial services company that specializes in asset protection and retirement income products and services. Joseph Maggiore is the principal owner of Legacy Planning Alliance, Inc.  Legacy Planning Alliance, Inc. only offers insurance products and services in states where licensed to do so.

Investment advisory services are offered through First Advisors National, LLC (“FAN Advisors”). FAN Advisors is an investment advisor firm registered pursuant to the regulations of the U.S. Securities and Exchange Commission (SEC). Joseph Maggiore is an investment advisor representative of FAN Advisors and is registered to only offer specific advisory services through FAN Advisors. FAN Advisors does not offer insurance services. The FAN Advisors written disclosure document is available upon request; please review it for details regarding advisory services. FAN Advisors and Legacy Planning Alliance, Inc. are independently owned and operated.

Contact

Legacy Planning Alliance, Inc.
Office: 757-549-9681
Fax: 757-965-6884

911 First Colonial Rd.
Suite 100
Virginia Beach, VA 23454

joe@legacyplan.net

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